How To Add/Update A Clinic

Adding A New Clinic

Overview

1. Fill out a New Clinic Google Doc Template
2. Submit the information with this Online Form
3. Zap - CS New Location Workflow‍
4. Clinic Info Email
5. ‍Whalesync‍
6. Developer Tasks

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Step 01 - Google Doc Template

The first thing that needs to be done is the New Clinic Google Doc needs to be filled out for the New Clinic.

Make a copy of this Google Doc - label it with the Clinic Name and share the document with the company that needs to fill out all of the information.

Note - Make sure the client has sent you all of the Graphic Files prior to going to Step 02. If there is missing information, it will directly effect how the Clinic is displayed on CellSound's website.

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Step 02 - Airtable Form

Now fill out the CellSound New Clinic form completely.

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Step 03 - Zap

The following elements are triggered in this workflow.

1. [cell-bH] Clinic Form - location created
2. Format Created Date
3. Lookup Date Info
4. [web] Clinic created (this is the page the public sees)
5. [bH] Clinic Reporting created (this is where reporting metrics are synced for the Clinic)
6. Find Parent Company in Ideation bH database (this looks up the information for CellSound account information)
7. Create Location Folder In Google Drive - then creates the following Sub-Folders within the location folder
8. Create [bH] Land Line Tracking Campaign
9. Create [bH] CellSound Website Tracking Campaign
10. [im-bH] Company - creates the company profile for Ideations backstage Hub
11. Lookup [web] Clinic‍
12. Lookup [bH] Clinic‍
13. Update [bH] Clinic‍
14. Sends New Location Email to Ideation Team (Email HTML Template)

Step 04 - Clinic Info Email

This is what the email looks like:

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Step 05 - Whalesync

Whalesync then pushes the new Airtable records to Webflow and publishes them

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Step 06 - Developer Tasks

The Developer team will recieve the same email with their tasks to complete.

1. Add location to Webflow Forms: Webflow Editor
2. Add location to CellSound Website Leads Google Sheet
3. Update Website Tracking Campaign: Database
4. Create Website Tracking Phone Number: GHL
5. Set Up Incoming Call/SMS Automations: GHL
6. Update Airtable Database Set Up Fields: Database
7. Clinic Event Calendar: Database
8. Clinic Leads Table: Database
9. Clinic Campaign Tracking Table: Database

At this point, you can go to the [cell-bH] Clinics - Status Update table and mark the [cell-bH] Set-up Status field as "complete"

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Update Clinic Information - Airtable

1. Airtable